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Planning for Uncertain Times Thumbnail

Planning for Uncertain Times

With last night’s election and ongoing health and economic concerns related to COVID-19, uncertainty remains high, as it has for most of 2020. Unfortunately, this is likely to continue well into 2021 on health, financial and societal fronts. As investors, it’s never enjoyable to navigate periods like this, so we wanted to step back and reinforce our perspective on financial markets as we head into the close of 2020.

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Working With a Physician-Friendly Advisor Is Crucial for Healthcare Professionals. 4 Signs to Look For When Choosing an Advisor Thumbnail

Working With a Physician-Friendly Advisor Is Crucial for Healthcare Professionals. 4 Signs to Look For When Choosing an Advisor

As a medical professional, you work, live and breathe your profession. Your job is demanding, your financial situation is complicated and you need someone who can take the reins and guide you from residency to retirement. While searching for the right financial advisor for you, ask questions about your unique financial concerns, gather recommendations from your peers and find someone who will be in it for the long-haul.

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The Most Important Insurance You May Not Have Thumbnail

The Most Important Insurance You May Not Have

The 1969 Woody Allen film, Take the Money and Run, is one of my personal favorites. The most memorable scene is when Allen is captured after escaping from prison and his punishment is solitary confinement with an insurance salesman. Not many people are interested in discussing their need for insurance. It’s certainly not an exciting topic (nor is investing for some). For many, discussing mortality and disability risks are unpleasant subjects. In addition, most people don’t like being “sold” something. There are so many different types of insurance (and from many different companies), that many are left wondering, “Do I really need this? Is it worth the expense? Am I wasting my money?”

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